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DIVERSIFIED FINANCIAL ADVISORS, LLC

14323 South Outer Forty Drive
Suite 210 South
Town And Country, Missouri 63017
Tel: 800-307-0376

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About DIVERSIFIED FINANCIAL ADVISORS, LLC

DIVERSIFIED FINANCIAL ADVISORS, LLC, formally registered with the SEC as DIVERSIFIED FINANCIAL ADVISORS, LLC. The firm was established in 09/11/2009. They have over 2 offices throughout the country.

DIVERSIFIED FINANCIAL ADVISORS, LLC is a Town And Country, Missouri based Financial Planning firm with nearly $451,188,042 assets under management, offering retirement planning & investment advisory services to 865 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#118261
SEC#801-70541
Assets Managed by Firm$451,188,042
No. of Clients865
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total865$451,188,042
Individuals (other than high net worth individuals)441$88,792,807
High net worth individuals30$52,709,511
Pension and profit sharing plans132$309,685,724

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